WAIGX vs. VXUS
Compare and contrast key facts about Wasatch International Growth Fund (WAIGX) and Vanguard Total International Stock ETF (VXUS).
WAIGX is managed by Wasatch. It was launched on Jun 27, 2002. VXUS is a passively managed fund by Vanguard that tracks the performance of the MSCI All Country World ex USA Investable Market Index. It was launched on Jan 26, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAIGX or VXUS.
Correlation
The correlation between WAIGX and VXUS is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WAIGX vs. VXUS - Performance Comparison
Key characteristics
WAIGX:
-0.27
VXUS:
0.96
WAIGX:
-0.18
VXUS:
1.39
WAIGX:
0.96
VXUS:
1.17
WAIGX:
-0.12
VXUS:
1.24
WAIGX:
-0.61
VXUS:
3.10
WAIGX:
10.06%
VXUS:
3.89%
WAIGX:
22.44%
VXUS:
12.68%
WAIGX:
-71.21%
VXUS:
-35.97%
WAIGX:
-47.07%
VXUS:
-2.20%
Returns By Period
The year-to-date returns for both investments are quite close, with WAIGX having a 6.45% return and VXUS slightly higher at 6.67%. Over the past 10 years, WAIGX has underperformed VXUS with an annualized return of -2.30%, while VXUS has yielded a comparatively higher 5.19% annualized return.
WAIGX
6.45%
6.34%
-14.14%
-6.60%
-6.59%
-2.30%
VXUS
6.67%
5.65%
2.18%
11.51%
6.08%
5.19%
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WAIGX vs. VXUS - Expense Ratio Comparison
WAIGX has a 1.44% expense ratio, which is higher than VXUS's 0.07% expense ratio.
Risk-Adjusted Performance
WAIGX vs. VXUS — Risk-Adjusted Performance Rank
WAIGX
VXUS
WAIGX vs. VXUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch International Growth Fund (WAIGX) and Vanguard Total International Stock ETF (VXUS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
WAIGX vs. VXUS - Dividend Comparison
WAIGX has not paid dividends to shareholders, while VXUS's dividend yield for the trailing twelve months is around 3.16%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAIGX Wasatch International Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% |
VXUS Vanguard Total International Stock ETF | 3.16% | 3.37% | 3.25% | 3.09% | 3.10% | 2.14% | 3.06% | 3.17% | 2.73% | 2.93% | 2.83% | 3.40% |
Drawdowns
WAIGX vs. VXUS - Drawdown Comparison
The maximum WAIGX drawdown since its inception was -71.21%, which is greater than VXUS's maximum drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for WAIGX and VXUS. For additional features, visit the drawdowns tool.
Volatility
WAIGX vs. VXUS - Volatility Comparison
Wasatch International Growth Fund (WAIGX) has a higher volatility of 4.36% compared to Vanguard Total International Stock ETF (VXUS) at 3.45%. This indicates that WAIGX's price experiences larger fluctuations and is considered to be riskier than VXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.